Essential Resources & Blogs for Insurance Agency Success

What Every Account Manager Should Do When Asking for a Raise

Agency Staff Articles, Helpful Tips: For Employees

There can often be tension between account managers and producers.  This can be caused by a combination of workloads and wage disparity between the two roles.   If anyone is finding that they are shouldering the majority of the work and not being fairly compensated for their efforts, it’s only natural that they may start […]

What Every Agent Needs to Know about Insurance Education

Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Training

How Multitasking is Killing Efficiency And 3 Tips to Avoid It

Agency Owner Articles, Helpful Tips: For Employees, Helpful Tips: For Leadership

The Practical Guide to Insurance Designations

Agency Staff Articles, Helpful Tips: For Employees, Helpful Tips: For Onboarding, Helpful Tips: For Training

As you begin your career in insurance, it is important to understand how you can create long-term success in this industry.  There is a lot to learn and, quite honestly, the learning never stops.  The sky is the limit as far as options that are available to you to continue growing and developing your insurance […]

3 Quick Tips for Engaging and Retaining Customers

Agency Owner Articles, Helpful Tips: For Employees

Three Driving Principles to Inspire Customer Loyalty

Agency Owner Articles, Helpful Tips: For Employees

Whether you work in the insurance industry or any other industry, several key attributes are critical to future business growth. Some of the more prominent are achieving product-market fit, hiring great talent, and offering stellar customer service. Nonetheless, one of the most important (and even underrated) attributes is customer loyalty. Creating a tribe of raving fans […]

Winter Got You Down?

Agency Staff Articles, Helpful Tips: For Employees

Understanding the Difference Between Admitted and Non-Admitted Insurance Companies

Helpful Tips: For Employees

Understanding the Difference Between Admitted and Non-Admitted Insurance Companies Working in the insurance industry, you may come across terminology that appears simple on the surface, yet has much more nuance than initially anticipated. For instance, newer agents sometimes struggle to determine the difference between admitted and non-admitted insurance companies. While some agents may believe that […]

Drastically Improve Your Onboarding Program by Making These 2 Changes

Agency Owner Articles, Helpful Tips: For Onboarding

Drastically Improve Your Onboarding Program by Making These 2 Changes Inevitably, agencies are going to have their new hires sit at a desk and watch another CSR perform his or her/job duties – and they’ll call this “onboarding.” It’s a necessary, but often ill-conceived attempt at a comprehensive onboarding process, but we know that there’s […]

3 GL Endorsements That Generalist Agents Overlook When Dealing With Contractors

Agency Staff Articles, Helpful Tips: For Employees

3 GL Endorsements That Generalist Agents Overlook When Dealing With Contractors Many agencies have a portion of their client base performing construction operations, and while the premium and resulting commissions can be good for the agency, there are several exclusions involved that can potentially leave a client high and dry when a claim arises. It’s […]